GWM
WEA

Gupta Wealth Management’s Western Asset Premier Bond Fund WEA Stock Holding History

Gupta Wealth Management’s Portfolio WEA Stock Details WEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-787
Closed -$11K – 1356
2015
Q2 		$11K Hold
787
– – ﹤0.01% 878
2015
Q1 		$11K Buy
+787
New +$11.4K ﹤0.01% 738

Other funds holding WEA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gupta Wealth Management's WEA Position: Q3 2015 in Review

Gupta Wealth Management sold out of Western Asset Premier Bond Fund (WEA) in Q3 2015, closing a stake of 787 shares — an estimated $11K sold.

Gupta Wealth Management first reported a position in WEA in Q1 2015 and held it in 2 quarters. The position peaked at $11K in Q2 2015. 31 funds tracked by Wall St. Rank hold WEA as of Q3 2015.

  • Gupta Wealth Management reported no remaining Western Asset Premier Bond Fund position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 787 Western Asset Premier Bond Fund shares in Q3 2015, an estimated $11K.
  • Gupta Wealth Management first reported a position in Western Asset Premier Bond Fund in Q1 2015 and held it in 2 quarters.
  • Gupta Wealth Management's Western Asset Premier Bond Fund position peaked at $11K in Q2 2015.
  • 31 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.